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Atherton Lane Advisers’s iShares US Utilities ETF IDU Stock Holding History

Atherton Lane Advisers’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-5,450
Closed -$305K – 238
2015
Q1 		$305K Sell
5,450
-240
-4% -$13.9K 0.02% 212
2014
Q4 		$336K Buy
5,690
+460
+9% +$26.1K 0.02% 212
2014
Q3 		$275K Buy
5,230
+650
+14% +$34.6K 0.02% 222
2014
Q2 		$255K Buy
+4,580
New +$245K 0.01% 238

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Atherton Lane Advisers's IDU Position: Q2 2015 in Review

Atherton Lane Advisers sold out of iShares US Utilities ETF (IDU) in Q2 2015, closing a stake of 5,450 shares — an estimated $305K sold.

Atherton Lane Advisers first reported a position in IDU in Q2 2014 and held it in 4 quarters. The position peaked at $336K in Q4 2014. 111 funds tracked by Wall St. Rank hold IDU as of Q2 2015.

  • Atherton Lane Advisers reported no remaining iShares US Utilities ETF position as of Q2 2015 after selling out during the quarter.
  • Atherton Lane Advisers sold 5,450 iShares US Utilities ETF shares in Q2 2015, an estimated $305K.
  • Atherton Lane Advisers first reported a position in iShares US Utilities ETF in Q2 2014 and held it in 4 quarters.
  • Atherton Lane Advisers's iShares US Utilities ETF position peaked at $336K in Q4 2014.
  • 111 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2015.

Based on Atherton Lane Advisers's 13F filing for Q2 2015, filed 14 Aug 2015.